What hedge funds are most similar to GENESIS PRIVATE WEALTH, LLC?

The funds with the most similar 13F portfolios to GENESIS PRIVATE WEALTH, LLC are Towneley , / DE, CONQUIS FINANCIAL, Bienville ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GENESIS PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026GENESIS PRIVATE WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

GENESIS PRIVATE WEALTH, LLC is an institutional investor managing $356M across 192 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GENESIS PRIVATE WEALTH, are Towneley , / DE, CONQUIS FINANCIAL, Bienville ,, with shared positions in $DDOG, $JHG, $SNOW, $BRZE, $HUM, $TXN. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$DDOG $JHG $SNOW $BRZE

$478M

42 positions

#2CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$DDOG $SNOW $HUM $BRZE

$121M

54 positions

#3Bienville Capital Management, LLCPassive

Notable overlap · 4 shared positions

$DDOG $JHG $SNOW $HUM

$550M

74 positions

#4Smith Partners Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $TXN $SNOW $DDOG $FITB $GE

$112M

76 positions

#5Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$DDOG $HUM $BRZE $VLTO $SNOW

$341M

64 positions

#6Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$DDOG $SNOW $HUM $GE

$420M

120 positions

#7Hidden Cove Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $FITB $GE

$156M

109 positions

#8Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$DDOG $SNOW $BRZE

$167M

92 positions

#9Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$DDOG $SNOW $BRZE

$607M

110 positions

#10New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $BRZE $FITB

$866M

194 positions

#11SIGNATUREFD, LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $BRZE $ASML

$6.5B

3,465 positions

#12McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$SNOW $HUM $BRZE

$192M

27 positions

#13Ballast Rock Private Wealth LLCPassive

Notable overlap · 5 shared positions

$JHG $SNOW $HUM $DDOG $BRZE

$181M

177 positions

#14San Luis Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$DDOG $SNOW $BRZE $HUM $GILD

$604M

175 positions

#15Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $VLTO

$109M

1,311 positions

#16Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 4 shared positions

$SNOW $BRZE $HUM $TXN

$111M

63 positions

#17TPG Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $DDOG $TXN

$307M

76 positions

#18Evergreen Wealth Solutions, LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $JHG $OKE

$1.4B

406 positions

#19Resonant Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$DDOG $SNOW $HUM $JHG

$1.9B

495 positions

#20Cornerstone Advisory, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $JHG

$1.1B

262 positions

#21Clarity Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $BRZE

$486M

108 positions

#22WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$SNOW $BRZE $DDOG

$243M

977 positions

#23Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $BRZE $SNOW $TXN

$104M

20 positions

#24Stonebridge Financial Group, LLCPassive

Notable overlap · 5 shared positions

$TXN $DDOG $SNOW $OKE $JHG

$1.2B

262 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$DDOG $HUM $SNOW $VLTO $BRZE

$350M

95 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.